Celestica: When Engineering Becomes The Moat (NYSE:CLS)

Core Viewpoint - Celestica Inc. has transitioned from being a low-margin contract assembler to a key engineering partner for hyperscalers developing AI data centers, emphasizing its leadership in high-bandwidth networking and rapid production timelines [1] Group 1: Company Positioning - Celestica is now recognized as a highly embedded engineering partner rather than just a contract assembler, indicating a shift in its business model and value proposition [1] - The company focuses on high-bandwidth networking, which is critical for AI data centers, showcasing its strategic alignment with industry trends [1] Group 2: Market Strategy - The emphasis on fast time-to-production highlights Celestica's competitive advantage in meeting the demands of hyperscalers, which is essential in the rapidly evolving tech landscape [1]